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Choate Investment Advisors’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Choate Investment Advisors’s Portfolio GSLC Stock Details GSLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$330K Hold
2,640
– – 0.01% 368
2025
Q4 		$349K Hold
2,640
– – 0.01% 358
2025
Q3 		$344K Hold
2,640
– – 0.01% 339
2025
Q2 		$320K Hold
2,640
– – 0.01% 332
2025
Q1 		$291K Hold
2,640
– – 0.01% 332
2024
Q4 		$304K Sell
2,640
-110
-4% -$12.8K 0.01% 326
2024
Q3 		$311K Sell
2,750
-450
-14% -$48.9K 0.01% 307
2024
Q2 		$342K Hold
3,200
– – 0.01% 293
2024
Q1 		$332K Hold
3,200
– – 0.01% 321
2023
Q4 		$300K Hold
3,200
– – 0.01% 307
2023
Q3 		$270K Buy
+3,200
New +$280K 0.01% 309
2017
Q2 		– Sell
-9,930
Closed -$465K – 248
2017
Q1 		$465K Sell
9,930
-41,295
-81% -$1.9M 0.03% 167
2016
Q4 		$2.27M Sell
51,225
-300
-0.6% -$13.1K 0.14% 72
2016
Q3 		$2.24M Buy
51,525
+19,470
+61% +$850K 0.15% 74
2016
Q2 		$1.36M Buy
+32,055
New +$1.35M 0.09% 95

Other funds holding GSLC

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return